Juan is a Managing Director and Financial Advisor at Northwestern Mutual with over 20 years of experience. He specializes in pre and post-retirement planning and legacy creation, leveraging his Business Administration degree from Texas A&M University to guide clients.
Outside of work, Juan is a family man who lives in Dallas with his wife and two children. He is actively involved in his church, Catholic Charities, and enjoys coaching his sons sports teams, playing golf, and exercising.
Unique fact: He is one of only 35% of Managing Directors at his firm who continue to actively advise their own clients.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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